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Walt Disney

2,930 hedge funds and large institutions have $119B invested in Walt Disney in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,057 increasing their positions, 1,442 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% more ownership

Funds ownership: 67.87%68.55% (+0.68%)

3% less funds holding

Funds holding: 3,0232,930 (-93)

5% less capital invested

Capital invested by funds: $125B → $119B (-$6.3B)

14% less call options, than puts

Call options by funds: $3.94B | Put options by funds: $4.6B

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

27% less repeat investments, than reductions

Existing positions increased: 1,057 | Existing positions reduced: 1,442

29% less first-time investments, than exits

New positions opened: 154 | Existing positions closed: 216

Holders
2,930
Holders Change
-93
Holders Change %
-3.08%
% of All Funds
42.07%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.57%
New
154
Increased
1,057
Reduced
1,442
Closed
216
Calls
$3.94B
Puts
$4.6B
Net Calls
-$655M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
751
PFG Investments
New York
$5.12M +$1.34M +14,535 +38%
PWW
752
Pettyjohn Wood & White
Virginia
$5.12M -$67.6K -735 -1%
GT
753
Glenview Trust
Kentucky
$5.11M -$138K -1,500 -3%
FFA
754
First Foundation Advisors
California
$5.08M -$1.52M -16,548 -24%
WIC
755
Wilkins Investment Counsel
Massachusetts
$5.08M +$4.32M +46,993 +806%
IIC
756
Ironwood Investment Counsel
Arizona
$5.07M +$3.13K +34 +0.1%
AWM
757
Avior Wealth Management
Nebraska
$5.05M +$295K +3,209 +6%
MPIM
758
McGinn Penninger Investment Management
Virginia
$5.05M +$75.4K +820 +2%
PCM
759
Poehling Capital Management
Wisconsin
$5.04M +$152K +1,654 +3%
Bessemer Group
760
Bessemer Group
New Jersey
$5.04M -$17.4K -189 -0.4%
LCM
761
Landscape Capital Management
New Jersey
$5.02M +$3.06M +33,230 +175%
BBWA
762
Bell & Brown Wealth Advisors
California
$5M +$69.1K +751 +1%
PI
763
PGGM Investments
Netherlands
$4.97M +$3.97M +43,200 +510%
FA
764
Fiduciary Alliance
South Carolina
$4.95M -$2.02M -21,983 -30%
WB
765
WesBanco Bank
West Virginia
$4.94M -$4.34M -47,188 -48%
LCM
766
Logan Capital Management
Pennsylvania
$4.94M -$237K -2,579 -5%
AMG
767
Asset Management Group
Connecticut
$4.91M +$135K +1,471 +3%
SAM
768
Strategy Asset Managers
California
$4.9M -$468K -5,088 -9%
BBI
769
Baxter Bros Inc
Connecticut
$4.88M -$472K -5,127 -9%
AMBIA
770
Allen Mooney & Barnes Investment Advisors
Georgia
$4.87M -$203K -2,209 -4%
FMWA
771
Forvis Mazars Wealth Advisors
Missouri
$4.86M +$49.2K +535 +1%
TCOK
772
Trust Company of Kansas
Kansas
$4.86M +$131K +1,428 +3%
CIP
773
Chartwell Investment Partners
Pennsylvania
$4.86M -$79.4K -863 -2%
VST
774
Van Strum & Towne
California
$4.84M +$11.5K +125 +0.2%
BHA
775
Beech Hill Advisors
New York
$4.84M +$353K +3,839 +8%

DIS Hedge Fund Activity: Q3 2024 in Review

2,930 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2024, worth a combined $119B — down 5% from $125B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of DIS and 154 opened new positions — a net loss of 62 holders — while 1,442 trimmed existing stakes and 1,057 added.

The largest buyer was AllianceBernstein, adding an estimated $880M. The largest seller was Fisher Asset Management, cutting an estimated $721M.

  • 2,930 institutional investors held Walt Disney (DIS) as of Q3 2024, down from 3,023 in Q2 2024.
  • Funds reported $119B of Walt Disney stock for Q3 2024, down 5% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2024 and 216 closed out, a net change of -62 holders.
  • The largest Walt Disney buyer in Q3 2024 was AllianceBernstein, an estimated $880M added.
  • The largest Walt Disney seller in Q3 2024 was Fisher Asset Management, an estimated $721M sold.

Based on aggregated 13F filings for Q3 2024.